Davis Selected Advisers
Top Portfolio Positions
105 positions ·
$21,362,533,989 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MGM |
MGM Resorts International
Consumer Cyclical
|
48,590,676 | $1,798,340,918 | 8.42% | |
| COF |
Capital One Financial Corp
Financial Services
|
8,539,736 | $1,557,904,038 | 7.29% | |
| CTRA |
Coterra Energy Inc.
Energy
|
37,119,404 | $1,304,375,856 | 6.11% | |
| USB |
US Bancorp De
Financial Services
|
22,237,960 | $1,156,596,299 | 5.41% | |
| VTRS |
Viatris Inc
Healthcare
|
78,211,191 | $1,056,633,190 | 4.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,719,156 | $983,580,722 | 4.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,094,659 | $889,900,142 | 4.17% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
12,239,666 | $879,052,812 | 4.11% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
13,090,689 | $838,720,444 | 3.93% | |
| MKL |
Markel Group Inc.
Financial Services
|
383,433 | $733,917,563 | 3.44% |
Portfolio Trend
25 quarters · across all stocks
Holdings in YMM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,734,485 | 28,763,191 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $188,177,632 | 17,537,524 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $194,313,595 | 14,981,773 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $137,420,274 | 11,635,925 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $99,853,022 | 7,819,344 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $58,432,230 | 5,400,391 | Shares | Sole | 2025-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||